USNANYSEMedicinal Chemicals & Botanical ProductsFiscal year ends January 3
USANA HEALTH SCIENCES INC
Financials through Q2 FY2026, quarter ended Jul 4, 2026Last filing: 10-Q on Aug 13, 2026
$14.89−0.65 (-4.18%)
Close on Oct 19, 2026
- Market cap
- $275.26M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
66.2%
12M of 18M shares
Institutional holders
138
23 new, 18 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 17 sales
Net sold $990.59K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Renaissance Technologies Holdings Corporation | 958,520 | 5.19% | 13G (passive) amendment | Jun 30, 2026 |
| Myron W. Wentz | 7,408,345 | 40.10% | 13D (active) amendment | Mar 26, 2026 |
| Pzena Investment Management LLC | 1,212,588 | 6.60% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of USNA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | 1,620,148 | 8.77% | $34.59M | +810,074 | 0.57% |
| BlackRock, Inc. | 1,554,189 | 8.41% | $33.18M | +363,773 | 0.00% |
| Pzena Investment Management LLC | 1,205,587 | 6.52% | $25.74M | +96,654 | 0.08% |
| Renaissance Technologies LLC | 958,520 | 5.19% | $20.46M | −59,110 | 0.03% |
| Dimensional Fund Advisors LP | 837,426 | 4.53% | $17.88M | +3,203 | 0.00% |
| Vanguard Capital Management LLC | 487,370 | 2.64% | $10.41M | +8,327 | 0.00% |
| Creative Planning | 417,971 | 2.26% | $8.92M | +224,823 | 0.01% |
| Aqr Capital Management LLC | 408,086 | 2.21% | $8.71M | +111,666 | 0.00% |
| Vanguard Portfolio Management LLC | 363,377 | 1.97% | $7.76M | +25,103 | 0.00% |
| Geode Capital Management, LLC | 283,165 | 1.53% | $6.05M | +18,731 | 0.00% |
| Charles Schwab Investment Management Inc | 272,208 | 1.47% | $5.81M | −60,904 | 0.00% |
| State Street Corp | 261,240 | 1.41% | $5.58M | +13,205 | 0.00% |
| Nuveen, LLC | 239,477 | 1.30% | $5.11M | +216,998 | 0.00% |
| American Century Companies Inc | 187,348 | 1.01% | $4.00M | −3,604 | 0.00% |
| Jacobs Levy Equity Management, Inc | 180,567 | 0.98% | $3.86M | −12,409 | 0.01% |
| Two Sigma Investments, LP | 165,514 | 0.90% | $3.53M | +20,884 | 0.00% |
| Morgan Stanley | 164,363 | 0.89% | $3.51M | +8,879 | 0.00% |
| D. E. Shaw & Co., Inc. | 156,835 | 0.85% | $3.35M | −25,648 | 0.00% |
| Acadian Asset Management LLC | 147,656 | 0.80% | $3.15K | +46,548 | 0.00% |
| Allianz Asset Management GmbH | 142,399 | 0.77% | $3.04M | +24,900 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 138 | 12M | 66.2% | 23 / 62 | 32 / 18 | 3M | 1M |
| Q1 2026 | 139 | 10M | 55.6% | 29 / 39 | 52 / 10 | 2M | 1M |
| Q4 2025 | 121 | 10M | 56.8% | 12 / 41 | 54 / 55 | 2M | 4M |
| Q3 2025 | 165 | 13M | 69.3% | 24 / 53 | 64 / 21 | 3M | 1M |
| Q2 2025 | 164 | 11M | 59.7% | 30 / 69 | 46 / 27 | 1M | 1M |
| Q1 2025 | 162 | 11M | 58.2% | 32 / 59 | 47 / 21 | 1M | 1M |
| Q4 2024 | 152 | 11M | 58.4% | 25 / 48 | 48 / 20 | 1M | 1M |
| Q3 2024 | 147 | 11M | 57.7% | 17 / 53 | 54 / 23 | 3M | 0M |
| Q2 2024 | 154 | 10M | 55.7% | 21 / 51 | 59 / 26 | 1M | 1M |
| Q1 2024 | 161 | 11M | 58.1% | 16 / 55 | 61 / 21 | 1M | 1M |
| Q4 2023 | 167 | 11M | 58.4% | 24 / 46 | 71 / 16 | 1M | 0M |
| Q3 2023 | 160 | 10M | 55.4% | 9 / 52 | 70 / 18 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of USNA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 350,035 | 1.89% | $7.47M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 289,035 | 1.56% | $6.17M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 223,332 | 1.21% | $4.94M | 0.03% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 169,505 | 0.92% | $3.10M | 0.03% | May 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 159,569 | 0.86% | $2.92M | 0.01% | May 31, 2026 |
| Vanguard Consumer Staples Index Fund | 128,800 | 0.70% | $2.36M | 0.03% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 123,216 | 0.67% | $2.72M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 121,111 | 0.66% | $2.59M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 95,570 | 0.52% | $2.04M | 0.01% | Jun 30, 2026 |
| PIMCO RAE US Small Fund | 91,741 | 0.50% | $1.96M | 0.05% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 81,939 | 0.44% | $1.81M | 0.01% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 79,697 | 0.43% | $1.76M | 0.01% | Jul 31, 2026 |
| Vanguard Strategic Equity Fund | 72,128 | 0.39% | $1.54M | 0.01% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 70,253 | 0.38% | $1.50M | 0.06% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 67,428 | 0.36% | $1.49M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Peter Benedict | CHIEF INFORMATION OFFICER | 422 | 0.00% | Jul 27, 2026 |
| Kathryn Michelle Armstrong | CHIEF SCIENTIFIC OFFICER | 3,989 | 0.02% | Jul 27, 2026 |
| Brent Neidig | CHIEF COMMERCIAL OFFICER | 0 | – | Jun 18, 2026 |
| Paul A. Jones | CHIEF PEOPLE OFFICER | 0 | – | Jun 8, 2026 |
| G. Doug Iiekking | CHIEF FINANCIAL OFFICER | 708 | 0.00% | May 28, 2026 |
| Joshua Foukas | CHIEF LEGAL OFFICER | 0 | – | May 8, 2026 |
| Kevin Guest | CEO & EXEC. CHAIRMAN OF BOARD | 49,070 | 0.27% | Mar 3, 2026 |
| Walter Noot | CHIEF OPERATING OFFICER | 9,256 | 0.05% | Mar 3, 2026 |
| David Mulham Mulham | CHIEF SALES OFFICER | 8,387 | 0.05% | Dec 11, 2025 |
| Jim Brown | CEO & PRESIDENT | 18,753 | 0.10% | Jul 28, 2025 |
| J. Scott Nixon | Director | 11,445 | 0.06% | Jul 27, 2026 |
| Peggie Pelosi | Director | 6,996 | 0.04% | Jul 27, 2026 |
| John Turman Fleming | Director | 5,862 | 0.03% | Jul 27, 2026 |
| Frederic J. Winssinger | Director | 9,733 | 0.05% | Jul 27, 2026 |
| Xia Ding | Director | 8,278 | 0.04% | Jul 27, 2026 |
| Gilbert A. Fuller | Director | 1,632 | 0.01% | Jul 27, 2026 |
| Timothy E. Wood | Director | 11,837 | 0.06% | Jul 27, 2026 |
| Global Ltd Gull | 10% owner | 17,757,312 | 96.11% | Sep 5, 2025 |
| Myron W. Wentz | 10% owner | 7,408,345 | 40.10% | Sep 5, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kathryn Michelle Armstrong CHIEF SCIENTIFIC OFFICER | Jul 25, 2026 | Option exercise | +1,166 | – | – | 3,989 |
| Kathryn Michelle Armstrong CHIEF SCIENTIFIC OFFICER | Jul 25, 2026 | Tax withholding | −518 | $21.32 | $11.04K | 3,471 |
| Peter Benedict CHIEF INFORMATION OFFICER | Jul 25, 2026 | Tax withholding | −176 | $21.32 | $3.75K | 422 |
| Peter Benedict CHIEF INFORMATION OFFICER | Jul 25, 2026 | Option exercise | +598 | – | – | 598 |
| Gilbert A. Fuller Director | Jul 23, 2026 | Option exercise | +1,632 | – | – | 1,632 |
| John Turman Fleming Director | Jul 23, 2026 | Option exercise | +1,632 | – | – | 5,862 |
| J. Scott Nixon Director | Jul 23, 2026 | Option exercise | +1,632 | – | – | 11,445 |
| Peggie Pelosi Director | Jul 23, 2026 | Option exercise | +1,632 | – | – | 6,996 |
| Peggie Pelosi Director | Jul 23, 2026 | Tax withholding | −935 | $20.92 | $19.56K | 6,061 |
| Xia Ding Director | Jul 23, 2026 | Tax withholding | −604 | $20.92 | $12.64K | 8,278 |
| Xia Ding Director | Jul 23, 2026 | Option exercise | +1,632 | – | – | 8,882 |
| Timothy E. Wood Director | Jul 23, 2026 | Tax withholding | −408 | $20.92 | $8.54K | 11,837 |
| Timothy E. Wood Director | Jul 23, 2026 | Option exercise | +1,632 | – | – | 12,245 |
| Frederic J. Winssinger Director | Jul 23, 2026 | Option exercise | +1,632 | – | – | 9,733 |
| Brent Neidig CHIEF COMMERCIAL OFFICER | Jun 16, 2026 | Sale | −5,002 | $19.45 | $97.29K | 0 |
| Brent Neidig CHIEF COMMERCIAL OFFICER | Jun 15, 2026 | Sale | −909 | $20.01 | $18.19K | 5,002 |
| Brent Neidig CHIEF COMMERCIAL OFFICER | Jun 12, 2026 | Sale | −1,602 | $20.15 | $32.28K | 5,911 |
| Paul A. Jones CHIEF PEOPLE OFFICER | Jun 8, 2026 | Sale | −5,561 | $18.50 | $102.88K | 0 |
| John Turman Fleming Director | Jun 1, 2026 | Sale | −2,450 | $17.93 | $43.93K | 4,230 |
| Paul A. Jones CHIEF PEOPLE OFFICER | May 28, 2026 | Sale | −6,813 | $18.95 | $129.11K | 5,561 |
| G. Doug Iiekking CHIEF FINANCIAL OFFICER | May 27, 2026 | Sale | −5,360 | $18.75 | $100.50K | 0 |
| Gilbert A. Fuller Director | May 22, 2026 | Sale | −1,057 | $18.66 | $19.72K | 0 |
| Joshua Foukas CHIEF LEGAL OFFICER | May 7, 2026 | Sale | −3,791 | $19.82 | $75.14K | 0 |
| J. Scott Nixon Director | Apr 23, 2026 | Option exercise | +1,057 | – | – | 9,813 |
| John Turman Fleming Director | Apr 23, 2026 | Option exercise | +1,057 | – | – | 6,680 |
| Gilbert A. Fuller Director | Apr 23, 2026 | Option exercise | +1,057 | – | – | 1,057 |
| Xia Ding Director | Apr 23, 2026 | Tax withholding | −391 | $19.24 | $7.52K | 7,250 |
| Xia Ding Director | Apr 23, 2026 | Option exercise | +1,057 | – | – | 7,641 |
| Peggie Pelosi Director | Apr 23, 2026 | Option exercise | +1,057 | – | – | 6,032 |
| Peggie Pelosi Director | Apr 23, 2026 | Tax withholding | −668 | $19.24 | $12.85K | 5,364 |
| Timothy E. Wood Director | Apr 23, 2026 | Option exercise | +1,057 | – | – | 10,877 |
| Timothy E. Wood Director | Apr 23, 2026 | Tax withholding | −264 | $19.24 | $5.08K | 10,613 |
| Frederic J. Winssinger Director | Apr 23, 2026 | Option exercise | +1,057 | – | – | 8,101 |
| Gilbert A. Fuller Director | Mar 20, 2026 | Sale | −1,058 | $17.00 | $17.99K | 0 |
| Peter Benedict CHIEF INFORMATION OFFICER | Mar 3, 2026 | Sale | −4,553 | $19.38 | $88.24K | 0 |
| Joshua Foukas CHIEF LEGAL OFFICER | Feb 27, 2026 | Option exercise | +6,577 | – | – | 6,577 |
| Joshua Foukas CHIEF LEGAL OFFICER | Feb 27, 2026 | Tax withholding | −2,786 | $21.52 | $59.95K | 3,791 |
| G. Doug Iiekking CHIEF FINANCIAL OFFICER | Feb 27, 2026 | Option exercise | +7,469 | – | – | 10,391 |
| G. Doug Iiekking CHIEF FINANCIAL OFFICER | Feb 27, 2026 | Tax withholding | −5,031 | $21.52 | $108.27K | 5,360 |
| Walter Noot CHIEF OPERATING OFFICER | Feb 27, 2026 | Tax withholding | −3,144 | $21.52 | $67.66K | 9,256 |
| Walter Noot CHIEF OPERATING OFFICER | Feb 27, 2026 | Option exercise | +7,422 | – | – | 12,400 |
| Kathryn Michelle Armstrong CHIEF SCIENTIFIC OFFICER | Feb 27, 2026 | Option exercise | +4,190 | – | – | 4,838 |
| Kathryn Michelle Armstrong CHIEF SCIENTIFIC OFFICER | Feb 27, 2026 | Tax withholding | −2,015 | $21.52 | $43.36K | 2,823 |
| Brent Neidig CHIEF COMMERCIAL OFFICER | Feb 27, 2026 | Option exercise | +6,747 | – | – | 10,506 |
| Brent Neidig CHIEF COMMERCIAL OFFICER | Feb 27, 2026 | Tax withholding | −2,993 | $21.52 | $64.41K | 7,513 |
| Kevin Guest CEO & EXEC. CHAIRMAN OF BOARD | Feb 27, 2026 | Option exercise | +7,856 | – | – | 48,709 |
| Kevin Guest CEO & EXEC. CHAIRMAN OF BOARD | Feb 27, 2026 | Tax withholding | −3,328 | $21.52 | $71.62K | 45,381 |
| Peter Benedict CHIEF INFORMATION OFFICER | Feb 27, 2026 | Tax withholding | −1,174 | $21.52 | $25.26K | 4,553 |
| Peter Benedict CHIEF INFORMATION OFFICER | Feb 27, 2026 | Option exercise | +3,906 | – | – | 5,727 |
| Paul A. Jones CHIEF PEOPLE OFFICER | Feb 27, 2026 | Option exercise | +4,596 | – | – | 13,723 |
| Paul A. Jones CHIEF PEOPLE OFFICER | Feb 27, 2026 | Tax withholding | −1,349 | $21.52 | $29.03K | 12,374 |
| Joshua Foukas CHIEF LEGAL OFFICER | Feb 20, 2026 | Sale | −4,461 | $21.35 | $95.24K | 0 |
| Peter Benedict CHIEF INFORMATION OFFICER | Feb 8, 2026 | Tax withholding | −401 | $21.34 | $8.56K | 1,821 |
| Peter Benedict CHIEF INFORMATION OFFICER | Feb 8, 2026 | Option exercise | +1,157 | – | – | 2,222 |
| Joshua Foukas CHIEF LEGAL OFFICER | Feb 8, 2026 | Option exercise | +3,597 | – | – | 6,047 |
| Joshua Foukas CHIEF LEGAL OFFICER | Feb 8, 2026 | Tax withholding | −1,586 | $21.34 | $33.85K | 4,461 |
| Kevin Guest CEO & EXEC. CHAIRMAN OF BOARD | Feb 8, 2026 | Tax withholding | −1,875 | $21.34 | $40.01K | 40,853 |
| Kevin Guest CEO & EXEC. CHAIRMAN OF BOARD | Feb 8, 2026 | Option exercise | +4,425 | – | – | 42,728 |
| Paul A. Jones CHIEF PEOPLE OFFICER | Feb 8, 2026 | Tax withholding | −872 | $21.34 | $18.61K | 9,127 |
| Paul A. Jones CHIEF PEOPLE OFFICER | Feb 8, 2026 | Option exercise | +2,514 | – | – | 9,999 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lowell Neidig Brent Officer | Jun 16, 2026 | 5,002 | $97.30K | Jun 16, 2026 | Restricted Stock |
| Lowell Neidig Brent Officer | Jun 15, 2026 | 909 | $18.18K | Jun 15, 2026 | Restricted Stock |
| A. Jones Paul Officer | Jun 8, 2026 | 5,561 | $102.88K | Jun 8, 2026 | Restricted Stock |
| A. Jones Paul Officer | May 28, 2026 | 6,813 | $129.11K | May 28, 2026 | Restricted Stock |
| Douglas Hekking Gary Officer | May 27, 2026 | 5,360 | $100.51K | May 27, 2026 | Restricted Stock |
| Foukas Joshua Officer | May 7, 2026 | 3,791 | $75.14K | May 7, 2026 | Restricted Stock |
| G. Benedict Peter Officer | Mar 3, 2026 | 4,553 | $88.26K | Mar 3, 2026 | Restricted Stock |
| Foukas Joshua Officer | Feb 20, 2026 | 4,461 | $95.22K | Feb 20, 2026 | Restricted Stock |
| G. Benedict Peter Officer | Dec 10, 2025 | 2,673 | $56.00K | Dec 10, 2025 | Restricted Stock |
| A. Jones Paul Officer | Aug 28, 2025 | 5,169 | $165.41K | Aug 28, 2025 | Restricted Stock |
| Mulham David Officer | Jul 30, 2025 | 3,515 | $106.36K | Jul 30, 2025 | Restricted Stock |
| Noot Walter Officer | May 27, 2025 | 6,291 | $190.57K | May 27, 2025 | Restricted Stock |
| G. Doug Iiekking Officer | May 9, 2025 | 4,548 | $131.89K | May 9, 2025 | RESTRICTED STOCK |
| Joshua Foukas Officer | Mar 12, 2025 | 5,732 | $186.51K | Mar 12, 2025 | RESTRICTED STOCK |
| Brent Neidig Officer | Mar 12, 2025 | 4,743 | $153.39K | Mar 12, 2025 | RESTRICTED STOCK |